Cerity Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Cerity Partners’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-17,362	Closed	-$429K	–	1057
2021 Q3	$429K	Buy	17,362 +747	+4%	+$18.5K	0.01%	495
2021 Q2	$412K	Sell	16,615 -50	-0.3%	-$1.24K	0.01%	510
2021 Q1	$414K	Buy	+16,665	New	+$414K	0.01%	485

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cerity Partners's IBDM Position: Q4 2021 in Review

Cerity Partners sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 17,362 shares — an estimated $429K sold.

Cerity Partners first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $429K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Cerity Partners reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Cerity Partners sold 17,362 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $429K.
Cerity Partners first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
Cerity Partners's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $429K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Cerity Partners's 13F filing for Q4 2021, filed 14 Feb 2022.